Report Generation Agent
Generate business reports automatically — the Report Agent creates narrative reports, exception summaries, and executive briefings with links to source data.
Muin’s Report Generation Agent creates comprehensive business reports automatically. Get executive summaries, exception reports, and detailed analyses without manual data gathering.
What is the Report Agent?
The Report Agent transforms raw business data into actionable reports:
- Gathers data - Pulls from all connected modules
- Identifies patterns - Finds trends and anomalies
- Generates narratives - Creates human-readable summaries
- Highlights exceptions - Flags items needing attention
- Provides deep links - Direct access to source data
Report Types
Exception Reports
Identify items requiring attention:
What’s included:
- Overdue invoices and payments
- Expired or expiring documents
- Compliance gaps
- Approval bottlenecks
- Budget variances
Example output:
Exception Report - January 2026
CRITICAL (3 items)
━━━━━━━━━━━━━━━━━
• Invoice #1234 overdue by 15 days ($4,567)
→ View Invoice | Contact Vendor | Mark Paid
• Smith Electric insurance expired 5 days ago
→ View Vendor | Request Certificate
• Q4 tax filing deadline in 3 days
→ View Documents | Start Filing
HIGH PRIORITY (7 items)
━━━━━━━━━━━━━━━━━━━━━━
...Executive Summaries
High-level business overviews:
What’s included:
- Key metrics and KPIs
- Period-over-period comparisons
- Notable achievements
- Areas of concern
- Recommended actions
Module Reports
Focused reports for specific areas:
| Report | Focus Area |
|---|---|
| Finance Report | AP/AR, cash flow, spending |
| HR Report | Headcount, compliance, certifications |
| Vendor Report | Status, spend, compliance scores |
| Compliance Report | Policy adherence, documentation |
Custom Reports
Configure reports for specific needs:
- Select data sources
- Define filters and criteria
- Choose output format
- Schedule generation
Generating Reports
On-Demand via Chat
Ask Muin to generate reports:
You: "Generate an exception report"
Muin: "I'll generate an Exception Report covering:
📊 Scope: All modules
📅 Period: Current month
🎯 Threshold: Medium priority and above
[Generate] [Customize] [Cancel]"On-Demand via Reports Page
- Navigate to Reports
- Click Generate Report
- Select report type
- Configure options
- Click Generate
Scheduled Reports
Set up recurring reports:
- Go to Reports → Scheduled
- Click New Schedule
- Choose report type and frequency
- Set delivery preferences
- Save schedule
Report Features
Narrative Generation
Reports include AI-written narratives that explain the data:
Finance Summary - January 2026
This month showed strong performance with total revenue
of $245,678, up 12% from December. Invoice processing
improved with average turnaround reduced to 2.3 days.
However, three vendors account for 67% of overdue
payables, suggesting a need for payment term review
with these specific partners.Deep Links
Every data point links to its source:
- Click an invoice number to view the invoice
- Click a vendor name to open vendor details
- Click an amount to see the breakdown
- Click a date to view the timeline
Exception Detection
The agent automatically flags:
| Exception Type | Detection Logic |
|---|---|
| Overdue items | Past due date |
| Anomalies | >20% variance from normal |
| Expiring soon | Within configured window |
| Missing data | Required fields empty |
| Approval delays | Stuck >3 days |
Trend Analysis
Reports include trend information:
- Month-over-month changes
- Year-over-year comparisons
- Moving averages
- Seasonal patterns
Report Delivery
View in App
Reports open in an interactive viewer:
- Expandable sections
- Clickable deep links
- Filter and search
- Print-friendly view
Export Options
Download reports in various formats:
| Format | Best For |
|---|---|
| Sharing, printing | |
| Excel | Further analysis |
| CSV | Data integration |
Email Delivery
Scheduled reports can be emailed:
- To yourself
- To team members
- As summary or full report
- With or without attachments
Configuring Reports
Scope Selection
Choose what data to include:
- All modules - Comprehensive view
- Specific modules - Finance only, HR only, etc.
- Custom selection - Pick specific data sources
Time Periods
Set the reporting period:
- This week/month/quarter/year
- Last week/month/quarter/year
- Custom date range
- Rolling periods (last 30 days)
Thresholds
Control what gets flagged:
| Setting | Purpose |
|---|---|
| Priority threshold | Minimum priority to include |
| Variance threshold | % change to flag as anomaly |
| Days before expiry | When to flag expiring items |
Grouping and Sorting
Organize report content:
- Group by module, vendor, status
- Sort by priority, date, amount
- Show/hide sections
Scheduled Reports
Setting Up a Schedule
- Report Type: Choose the report
- Frequency: Daily, weekly, monthly
- Day/Time: When to generate
- Recipients: Who receives it
- Format: PDF, Excel, or both
Schedule Examples
| Schedule | Use Case |
|---|---|
| Daily exception report at 8 AM | Morning review |
| Weekly finance summary Monday | Week planning |
| Monthly executive report 1st | Leadership review |
| Quarterly compliance on quarter-end | Audit prep |
Managing Schedules
From Reports → Scheduled:
- View all schedules
- Pause/resume
- Edit configuration
- View generation history
- Delete schedule
Best Practices
Start with Exceptions
Exception reports highlight what needs attention first. Start your day with an exception report.
Customize Thresholds
Default thresholds work for most, but adjust based on your business:
- Higher variance threshold if your data naturally fluctuates
- Longer expiry windows for items with longer lead times
Schedule Strategically
- Daily reports for operational roles
- Weekly summaries for managers
- Monthly/quarterly for executives
Use Deep Links
Don’t just read reports—click through to take action on flagged items.
Example Reports
Daily Exception Report
EXCEPTION REPORT
January 20, 2026 | Generated 8:00 AM
━━━ CRITICAL (2 items) ━━━━━━━━━━━━━━━━━━━━
📋 Invoice #2024-0892 overdue 7 days
Amount: $4,567.00 | Vendor: Acme Corp
[View] [Contact Vendor] [Mark Paid]
📋 Insurance certificate expired - Smith Electric
Expired: January 13, 2026
[View Vendor] [Request Update]
━━━ HIGH PRIORITY (5 items) ━━━━━━━━━━━━━━━
📋 3 invoices pending approval >5 days
Total: $12,345 | Assigned: Sarah Johnson
[View Queue] [Send Reminder]
📋 Contract renewal in 14 days - Metro Supply
Value: $50,000/year | Auto-renews Feb 3
[View Contract] [Set Reminder]
...Weekly Finance Summary
FINANCE SUMMARY
Week of January 13-19, 2026
━━━ KEY METRICS ━━━━━━━━━━━━━━━━━━━━━━━━━
Invoices Processed: 34 (+15% vs last week)
Total AP: $89,456
Total AR: $124,789
Cash Flow: +$35,333
━━━ NARRATIVE ━━━━━━━━━━━━━━━━━━━━━━━━━━━
Processing volume increased 15% this week, driven
primarily by end-of-month vendor submissions.
Despite higher volume, processing time remained
stable at 2.1 days average.
Three invoices totaling $8,234 flagged for
variance review—amounts exceeded typical ranges
by 25-40%. Recommend verification before approval.
━━━ ACTION ITEMS ━━━━━━━━━━━━━━━━━━━━━━━━
□ Review 3 flagged invoices [View All]
□ Follow up on 5 overdue receivables [View All]
□ Approve 8 pending items in queue [View Queue]Troubleshooting
Report Generation Slow
Large reports with many data points take longer:
- Narrow the date range
- Filter to specific modules
- Raise priority thresholds
Missing Data in Report
- Verify data exists in the source module
- Check date range includes the data
- Ensure filters aren’t excluding it
Scheduled Report Not Delivered
- Check schedule is active (not paused)
- Verify email addresses are correct
- Check spam folder
- Review generation history for errors
Next Steps
Now that you understand reports:
- AI Insights - Proactive anomaly detection
- Building Workflows - Automate report distribution
- Finance Module - Financial data sources